Filed September 25, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,032 | $71,230-12.9% | $93,727-33.8% | $80,959-23.4% |
| Participation rate | 56.9% | 60.4%-3.5pp | 68.7%-11.8pp | 67.7%-10.7pp |
| Annual return | 11.63% | 11.26%+0.4pp | 133.83%-122.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $442 | $1,565-71.7% | $2,421-81.7% | $2,757-84.0% |
| Participant deferral / active EE | $3,256 | $4,037-19.4% | $4,417-26.3% | $4,300-24.3% |
| Admin fee / account holder | $9,349 | $6,961+34.3% | $8,292+12.8% | $6,925+35.0% |